Colin Kippin
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Recent activity by Colin Kippin Sort by recent activity-
Refer fields in E Mails generated by Rule Builder
We would like to be able to add some of the Refer Fields that are currently available in the Referrals report to emails that are generated through the editor in the rule builder. I think the most u...
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Post Quote Questions cannot trigger from Quick Quote Questions
Just working on my first Scheme using Post Quote Questions. Firstly would point out that any Questions that are needed in your rating must be in Quick Quote section as the rating and Refers run bef...
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Move Questions from Page to Page in same Scheme
Would it possible to have a way to move Questions from one page to another (in the same Scheme) either by being able to easily edit the code that defines this or even better a drag and drop option ?
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Copy Endorsements option
CompletedThis would be very useful when either duplicating or basing one scheme on another. Could work in same way as the Rule Builder copy function that we already have
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Dynamic Field [Proposal] and [Proposal_NoBlanks] values in mTA records
This field is often is to create Statements of Fact - if either are run on an MTA record the values shown in Calculation Questions will be those for that MTA record. Ideally a SOF should detail the...
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New version of Dynamic Field [Underwriting.Memorandum] to create page breaks on change of Endorsement
Would it possible to have a new version of this field that when used in documents will force a page break in printing upon change of endorsement number. Very useful if you want to have each endorse...
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Set in Rating Matrix to only Set in specific risk group
In the rating matrix there is a Set link which allows you to put in an overall premium that you want to use - this then creates a load to inflate the premium as necessary. At present this will just...
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Validate Inception Date type Questions against Expiry Date Question
If an Inception Date and Expiry Date Question types both exist in the Question Set validate them against each other so that the Expiry Date cannot be before the Inception Date.
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How can I show the Clients Address as a single line in my documents
I would like to be able to show the Clients address details in a single line in my document templates. How can I achieve this ?
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Auto NTU - Change base date used
This auto run currently uses the original record created date - it should ideally use the date the status is changed to Pending otherwise cases may be marked as NTU too quickly Would be nice to dev...